Helen Petterson

Mortgage Broker

Document ProcessorCustomer ServiceData EntryData Entry AssociateCustomer Care SpecialistAssistantAdministrative AssistantTyping SpecialistOffice AssistantOffice Administrator

Executive Summary: Helen Petterson, as a Mortgage Broker, plays a critical role in the real estate industry, bridging the gap between lenders and borrowers. Her primary responsibilities include evaluating the borrower's financial status, advising on suitable mortgage options, and managing the application process. Her performance has been underpinned by a strong banking background using over 8 years of exceptional customer service and technology experience to provide empathetic strategic support to her clients. Helen has received oustanding reviews from her clients, demonstrating a high level of expertise and commitment to her clients. Helen has been successful in negotiating favorable terms for her clients, ensuring they secure mortgages that align with their financial capabilities and goals. Moving forward, she plans to leverage emerging digital tools to streamline and enhance her services, thereby providing more personalized and efficient solutions to her clients.

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